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Invoicing

Every membership and meeting fee needed a proper invoice, for the members and for the accounts.

What It Does

Invoices could be raised directly from a member record, an online application or a payment, using head office's own invoice wording, and emailed to the member as a PDF. A head office check found any invoice whose PDF was missing, so it could be recreated before a member asked for it.

The Result

Invoicing became part of the normal flow of joining and paying, rather than a separate monthly chore.

See all case studies for Joining and Payments

Get in touch if invoicing is a job someone has to remember to do.

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